GOOGL vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
ORCL |
| Current Price |
$342.36 |
$149.12 |
| Fair Value Estimate |
$399.26 |
$216.22 |
| Upside to Fair Value |
+16.6%
|
+45.0%
|
| Market Cap |
$4,143.3B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
14.6x
|
| Price / Sales |
9.3x
|
6.0x
|
| Price / FCF |
78.1x
|
—
|
| Revenue Growth YoY |
+24.2%
|
+29.6%
|
| Gross Margin |
60.9%
|
63.9%
|
| Operating Margin |
33.1%
|
32.4%
|
| Return on Equity |
50.8%
|
42.6%
|
| Dividend Yield |
0.25% |
1.34% |
| FCF Yield |
1.28%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
GOOGL |
ORCL |
| Zone Low |
$299.44 |
$162.16 |
| Zone High |
$339.37 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|